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Schwab Fundamental US Small Company Index ETF

178 hedge funds and large institutions have $3.11B invested in Schwab Fundamental US Small Company Index ETF in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
178
Holders Change
+27
Holders Change %
+17.88%
% of All Funds
3.52%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
48
Increased
61
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
101
Two Sigma Securities
New York
$228K +$228K +11,334 New
MWP
102
MYCIO Wealth Partners
Pennsylvania
$227K +$227K +11,268 New
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$225K -$42K -2,086 -16%
IAN
104
Integrated Advisors Network
Texas
$225K +$225K +11,190 New
SFWA
105
Summit Financial Wealth Advisors
Louisiana
$220K +$1.38K +70 +0.6%
JLBC
106
J.L. Bainbridge & Co
Florida
$219K +$219K +10,872 New
MCM
107
Maryland Capital Management
Maryland
$210K +$210K +10,438 New
FWM
108
Foresight Wealth Management
Utah
$205K +$205K +10,200 New
IAA
109
Ironsides Asset Advisors
North Carolina
$201K +$201K +10,000 New
OPS
110
Orion Portfolio Solutions
Nebraska
$199K +$199K +9,882 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$163K -$9.03K -448 -5%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$163K -$6.18K -308 -4%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$150K
LGWM
114
Litman Gregory Wealth Management
California
$150K +$150K +7,464 New
ASN
115
Advisory Services Network
Georgia
$132K +$34K +1,688 +35%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$127K -$36.1K -1,794 -22%
AC
117
AlphaCore Capital
California
$103K +$103K +5,116 New
VFA
118
Valeo Financial Advisors
Indiana
$102K +$78.3K +3,888 +331%
RG
119
Retirement Group
California
$90K +$90K +4,468 New
GT
120
Glenmede Trust
Pennsylvania
$80K
BBPWM
121
Blue Bell Private Wealth Management
Pennsylvania
$78K
AA
122
Ancora Advisors
Ohio
$78K +$78K +3,900 New
ADL
123
Asset Dedication LLC
California
$74K
AG
124
Advisor Group
Arizona
$72K -$29.2K -1,466 -29%
ACA
125
Aptus Capital Advisors
Alabama
$69K +$6.99K +348 +11%